Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (62005)	11/29/2000 8:30:14 AM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

"The thing to remember is that in order for RDRAM to become the mainstream memory solution, the cost adder has to get to around 15% or less. It is currently about 20 times too high, and it sure doesn't look like it is coming down to below 100% any time soon..." You can thank the collusive, anticompetitive cartel of IFX, Mu and Hyundai for the high costs. A gang of 3 that sees fit to take investment from others under the (false) pretense of ramping up RDRAM, steal technology, sandbag RDRAM and all its' derivative products, and then paints itself to be the injured party (kind of sounds like the Dems...). All the while, demand for RDRAM is up, up, up. And Samsung is laughing all the way to the bank! There, I feel better <g>. BP

To: Bilow who wrote (62005)	12/6/2000 11:58:05 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Weekly update of PC800/PC133 prices... Smsperling shows DDR pricing increased from last week slightly. PC133 continues its dive into record low pricing, while PC800 remains approximately the same price. In fact, the ratio has now again risen to 359%. This continues a now 13 week long trend of higher ratios, and in fact is the highest ratio since April 10, more than seven months ago. 12/04/00 359% ($2.617/$0.570) 11/27/00 323% 11/20/00 316% 11/13/00 296% 11/06/00 275% 10/30/00 260% 10/23/00 227% 10/16/00 203% 10/09/00 181% 10/02/00 162% 9/25/00 153% 9/18/00 144% 9/11/00 141% 9/04/00 140% 8/28/00 158% 8/21/00 157% 8/14/00 162% 8/07/00 151% 7/31/00 162% 7/24/00 161% 7/17/00 162% 7/10/00 174% 7/03/00 186% 6/26/00 193% 6/19/00 222% 6/12/00 234% 6/05/00 272% 5/29/00 295% 5/22/00 338% 5/15/00 333% 5/08/00 324% 5/01/00 313% 4/24/00 340% 4/17/00 351% 4/10/00 417% 4/03/00 495% 3/27/00 559% 3/20/00 591% 3/13/00 562% 3/06/00 514% 2/28/00 560% -- Carl